Regency Wealth Management

Regency Wealth Management reaches $485 Million in Regulatory Assets Under Management!

Regency Wealth Management is excited to announce it has just completed its 2024 investment advisory filing with the Securities & Exchange Commission (SEC). Regulatory assets under management (RAUM) under this filing period grew to a new high-water mark of $485 million, an increase of 8.1% from $448 Million as of the 2023 filing. This also represents an average 14.5% annualized firm growth rate from $86.4 Million when it first filed with the SEC in 2011. Regency would like to thank its clients, employees, and associates for helping make the firm a success through the years and looks forward to continuing the mission of helping individuals, families, and institutions achieve their financial goals.

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